AIMS APAC REIT *Official* (SGX:O5RU)

[peppermint7]

1.37 - bought before the whole covid situation

Wah you diamond hands

Only 6 cents away. Aims 加油 ↖(^ω^)↗

 

[idiosyncrasy]

Wah you diamond hands

Hodl for dividend and it’s not a loss until realised mahhhh

Haha

 

[peppermint7]

Hodl for dividend and it’s not a loss until realised mahhhh

Haha

In fact, it's those diamonds hands last few weeks that make Aims so steady. All the counters i have dip into red except Aims. I really thanks all who hold so steadily in this counter. 谢谢你们 ♡

 

[peppermint7]

Resistance seems to be strong at $1.31 to $1.33

 

[Andrew833]

Resistance seems to be strong at $1.31 to $1.33

Woah you talk about resistance, power ah.

 

[peppermint7]

Woah you talk about resistance, power ah.

Er.. this the the very very basic isn't it? The only thing that can knock this down is market sentiment. When general mkt is high, need to take note of sentiment hor. I thought u know?

 

[Andrew833]

Er.. this the the very very basic isn't it? The only thing that can knock this down is market sentiment. When general mkt is high, need to take note of sentiment hor. I thought u know?

Yea, I know. It's just amaze me to see you talk about it
How are you doing for sg and us market?

 

[peppermint7]

Yea, I know. It's just amaze me to see you talk about it
How are you doing for sg and us market?

I talk about it is because Aims performs extremely well under pressure. But now when my other babies are chionging up, Aims seems hesitant to follow. It is still stuck at 1.32 hope it is not rooted there. It is a steady counter to pocket dividends though. Thanks for recommending it to me

US is like gambling den. Can make a lot can lose a lot as when tsunami come, it'll be fast and curious. If u are lucky u are already out. If u are not, you're buried under the sea. Lately this correction swept a lot of $ away. But heng i only put in what i can afford to lose.

SG for me is slowly up slowy down and slowly up again. Previously i see my portfolio up 7%. Then later on subwater down about 3 to 4% iirc. Then now up back 7% this is exclude divy. That's why i am thinking if i should cut leek. If i did previous round and replant again, i would have 14% + collected div liao.. but planter's heart always heart ache to cut. So i may see it crash again. Or fly further. See how.

 

[Andrew833]

I talk about it is because Aims performs extremely well under pressure. But now when my other babies are chionging up, Aims seems hesitant to follow. It is still stuck at 1.32 hope it is not rooted there. It is a steady counter to pocket dividends though. Thanks for recommending it to me

US is like gambling den. Can make a lot can lose a lot as when tsunami come, it'll be fast and curious. If u are lucky u are already out. If u are not, you're buried under the sea. Lately this correction swept a lot of $ away. But heng i only put in what i can afford to lose.

SG for me is slowly up slowy down and slowly up again. Previously i see my portfolio up 7%. Then later on subwater down about 3 to 4% iirc. Then now up back 7% this is exclude divy. That's why i am thinking if i should cut leek. If i did previous round and replant again, i would have 14% + collected div liao.. but planter's heart always heart ache to cut. So i may see it crash again. Or fly further. See how.

You can think of average down.
When your holding REITs drop, average down. When the REITs price up, reduce the holding.
I did this but so far never reduce

 

[peppermint7]

You can think of average down.
When your holding REITs drop, average down. When the REITs price up, reduce the holding.
I did this but so far never reduce

U keep a lot of 私房钱 issit? That's why got a lot of $ to play with (ave up and down, up and down )

 

[Andrew833]

U keep a lot of 私房钱 issit? That's why got a lot of $ to play with (ave up and down, up and down )

No more money liao, all in

 

[peppermint7]

No more money liao, all in

Wah all in like James Bond. Wear sunglasses. Very Satki

 

[Andrew833]

Wah all in like James Bond. Wear sunglasses. Very Satki

All in is not james bond lah, it's Chow Yun Fat 发哥

 

[SBC]

$1.35 now. Doing well recently.

 

[Shion]

Brokers' take: RHB initiates 'buy' on AIMS APAC Reit with S$1.55 target price​

https://www.businesstimes.com.sg/co...-buy-on-aims-apac-reit-with-s155-target-price

RHB has initiated "buy" on AIMS APAC Reit (AAReit), citing it as an overlooked and undervalued industrial real estate investment trust (Reit) with high-quality industrial assets in Singapore and Australia.

It has a target price of S$1.55 for AAReit.

In a report on Thursday, RHB said AAReit has a high-quality logistics-focused industrial portfolio that sees the Reit deriving half of its income from logistics assets. Logistics assets emerged as key beneficiaries of the Covid-19 pandemic, boosting the Reit's portfolio occupancy by 6.3 percentage points to 95.7 per cent to date as at the third quarter of FY2021. The research team foresees this high level of occupancy to continue as demand for logistics assets remains strong due to shifts in supply chains and e-commerce trends.

Analyst Vijay Natarajan also expects the Reit's distribution per unit (DPU) turnaround at the end of FY2022 to increase by 9 per cent, supported by two recent accretive acquisitions in Singapore, including the acquisition of a ramp-up logistics warehouse at 7 Bulim Street, as well as occupancy improvements and the absence of one-off rent rebates. He believes that AAReit has room for acquisition-led growth and is a potential merger and acquisition candidate in the medium term.

In the report, RHB noted that AAReit's core strength is an established track record of extracting value from existing industrial assets via redevelopment, built-to-suit developments, as well as asset enhancement initiatives, despite its small size. So far, the Reit has embarked on nine such projects which have yielded a return on investment of about 8 to 10 per cent.

Furthermore, the research team said the Reit has an untapped potential gross floor area of about 502,707 square feet in its current portfolio which Mr Natarajan believes will be unlocked in "opportune time".

RHB also noted that the Reit ranked third out of 45 listed Reits and trusts in the independent Governance Index for Trusts 2020 rankings. It looks positively at AAReit being included in the FTSE Russell ST Singapore Shariah Index and the MSCI Singapore Small Cap Index.

"Inclusions into these indices should help in further improving trading liquidity and visibility among global institutional investors, thereby addressing some of the concerns of large institutional investors," Mr Natarajan said.

As at the midday break on Thursday, units of AAReit were flat at S$1.32.

 

[idiosyncrasy]

Brokers' take: RHB initiates 'buy' on AIMS APAC Reit with S$1.55 target price​

https://www.businesstimes.com.sg/co...-buy-on-aims-apac-reit-with-s155-target-price

RHB has initiated "buy" on AIMS APAC Reit (AAReit), citing it as an overlooked and undervalued industrial real estate investment trust (Reit) with high-quality industrial assets in Singapore and Australia.

It has a target price of S$1.55 for AAReit.

In a report on Thursday, RHB said AAReit has a high-quality logistics-focused industrial portfolio that sees the Reit deriving half of its income from logistics assets. Logistics assets emerged as key beneficiaries of the Covid-19 pandemic, boosting the Reit's portfolio occupancy by 6.3 percentage points to 95.7 per cent to date as at the third quarter of FY2021. The research team foresees this high level of occupancy to continue as demand for logistics assets remains strong due to shifts in supply chains and e-commerce trends.

Analyst Vijay Natarajan also expects the Reit's distribution per unit (DPU) turnaround at the end of FY2022 to increase by 9 per cent, supported by two recent accretive acquisitions in Singapore, including the acquisition of a ramp-up logistics warehouse at 7 Bulim Street, as well as occupancy improvements and the absence of one-off rent rebates. He believes that AAReit has room for acquisition-led growth and is a potential merger and acquisition candidate in the medium term.

In the report, RHB noted that AAReit's core strength is an established track record of extracting value from existing industrial assets via redevelopment, built-to-suit developments, as well as asset enhancement initiatives, despite its small size. So far, the Reit has embarked on nine such projects which have yielded a return on investment of about 8 to 10 per cent.

Furthermore, the research team said the Reit has an untapped potential gross floor area of about 502,707 square feet in its current portfolio which Mr Natarajan believes will be unlocked in "opportune time".

RHB also noted that the Reit ranked third out of 45 listed Reits and trusts in the independent Governance Index for Trusts 2020 rankings. It looks positively at AAReit being included in the FTSE Russell ST Singapore Shariah Index and the MSCI Singapore Small Cap Index.

"Inclusions into these indices should help in further improving trading liquidity and visibility among global institutional investors, thereby addressing some of the concerns of large institutional investors," Mr Natarajan said.

As at the midday break on Thursday, units of AAReit were flat at S$1.32.

Huat ah!!!

 

[SBC]

Brokers' take: RHB initiates 'buy' on AIMS APAC Reit with S$1.55 target price​

https://www.businesstimes.com.sg/co...-buy-on-aims-apac-reit-with-s155-target-price

RHB has initiated "buy" on AIMS APAC Reit (AAReit), citing it as an overlooked and undervalued industrial real estate investment trust (Reit) with high-quality industrial assets in Singapore and Australia.

It has a target price of S$1.55 for AAReit.

In a report on Thursday, RHB said AAReit has a high-quality logistics-focused industrial portfolio that sees the Reit deriving half of its income from logistics assets. Logistics assets emerged as key beneficiaries of the Covid-19 pandemic, boosting the Reit's portfolio occupancy by 6.3 percentage points to 95.7 per cent to date as at the third quarter of FY2021. The research team foresees this high level of occupancy to continue as demand for logistics assets remains strong due to shifts in supply chains and e-commerce trends.

Analyst Vijay Natarajan also expects the Reit's distribution per unit (DPU) turnaround at the end of FY2022 to increase by 9 per cent, supported by two recent accretive acquisitions in Singapore, including the acquisition of a ramp-up logistics warehouse at 7 Bulim Street, as well as occupancy improvements and the absence of one-off rent rebates. He believes that AAReit has room for acquisition-led growth and is a potential merger and acquisition candidate in the medium term.

In the report, RHB noted that AAReit's core strength is an established track record of extracting value from existing industrial assets via redevelopment, built-to-suit developments, as well as asset enhancement initiatives, despite its small size. So far, the Reit has embarked on nine such projects which have yielded a return on investment of about 8 to 10 per cent.

Furthermore, the research team said the Reit has an untapped potential gross floor area of about 502,707 square feet in its current portfolio which Mr Natarajan believes will be unlocked in "opportune time".

RHB also noted that the Reit ranked third out of 45 listed Reits and trusts in the independent Governance Index for Trusts 2020 rankings. It looks positively at AAReit being included in the FTSE Russell ST Singapore Shariah Index and the MSCI Singapore Small Cap Index.

"Inclusions into these indices should help in further improving trading liquidity and visibility among global institutional investors, thereby addressing some of the concerns of large institutional investors," Mr Natarajan said.

As at the midday break on Thursday, units of AAReit were flat at S$1.32.

V fierce target of $1.55.
Gap will start to close 2mrw.

 

[peppermint7]

Beautiful target
Thanks to diamond hands.

 

[SBC]

When is AIMS announcement for Q1?

 

[SBC]

Well done to close day high of $1.37.
Can get closer to $1.40 next week b